Pathstone Family Office’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.39M | Buy |
23,200
+9,719
| +72% | +$581K | 0.01% | 584 |
|
|
2023
Q2 | $773K | Buy |
13,481
+158
| +1% | +$9.06K | 0.01% | 565 |
|
|
2023
Q1 | $712K | Sell |
13,323
-31,471
| -70% | -$1.68M | 0.01% | 555 |
|
|
2022
Q4 | $1.88M | Buy |
44,794
+7,776
| +21% | +$327K | 0.02% | 517 |
|
|
2022
Q3 | $1.64M | Buy |
37,018
+22,762
| +160% | +$1.01M | 0.01% | 515 |
|
|
2022
Q2 | $702K | Sell |
14,256
-2,692
| -16% | -$133K | 0.02% | 445 |
|
|
2022
Q1 | $950K | Sell |
16,948
-170
| -1% | -$9.53K | 0.02% | 341 |
|
|
2021
Q4 | $906K | Buy |
17,118
+961
| +6% | +$50.9K | 0.02% | 360 |
|
|
2021
Q3 | $711K | Buy |
16,157
+1,020
| +7% | +$44.9K | 0.02% | 391 |
|
|
2021
Q2 | $649K | Buy |
15,137
+9,494
| +168% | +$407K | 0.02% | 394 |
|
|
2021
Q1 | $212K | Sell |
5,643
-378
| -6% | -$14.2K | 0.01% | 592 |
|
|
2020
Q4 | $177K | Buy |
+6,021
| New | +$177K | 0.01% | 275 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 907 |
|
|
2019
Q4 | – | Sell |
-2
| Closed | – | – | 525 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 664 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 759 |
|
|
2019
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 920 |
|
|
2018
Q4 | $0 | Sell |
2
-100
| -98% | – | ﹤0.01% | 538 |
|
|
2018
Q3 | $4K | Buy |
+102
| New | +$4K | ﹤0.01% | 191 |
|